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What's your one tip?

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8 comments

  • Jillian Benson
    Spend the time to setup automatic rounding in spreadsheets, it saves a lot of time. Also, create a document validation so that you can quickly check internally consistency. Finally, create dynamic formulas that will change your label names from income (loss) so these aren't manual every quarter. (It was too hard to pick just one)
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  • Nikolas Noffsinger
    Hi Jillian, can you explain how the dynamic formulas work?
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  • Jenn
    Document validation is such a great feature!

    ETA - That was supposed to be under Jillian's post.....
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  • Jillian Benson
    If posted about this previously, hopefully this helps:
    https://community.wdesk.com/wdesk/topics/if-formulas-in-workbooks
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  • Michelle Thode
    Can you explain the automatic rounding in spreadsheets?
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  • Megan Daniell
    Hi Jillian. What do you mean - create a document validation to check consistency? What would that look like, is it within the document or within a workbook?
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  • Alec Merritt
    In the Wdesk Editor, it is helpful to go through an entire document and identify any descriptions of tables or other content that follow the descriptions and set descriptions and related tables to Keep with Next or Keep lines together in Paragraph Properties as appropriate. This could help to avoid doing this process every quarter or other period during a review as page layouts and page breaks change over time with content changes and separations of descriptions and content are detected.
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  • Serena Legere
    Leaving the source formatting to simple number then making sure to individually format each destination cell including decimal places, etc. has helped streamline the new data process to ensure that all formatting is consistently correct. 
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